Institutional Fund
Hilltop Wealth Advisors, LLC
Chapel Hill, NCCIK 17862415 filings on record
Portfolio Value
$166.89M
Q1 2026
Holdings
53
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-16.2%
from $199.14M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr22.4%
- Ishares Tr14.2%
- Vanguard Tax-Managed Fds9.8%
- Select Sector Spdr Tr8.5%
- Vanguard Intl Equity Index F3.6%
- Ishares Tr3.3%
- Other38.1%
Portfolio Holdings
53 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 241.3K | $37.42M | 22.4% | +2.7K | Added |
| 2 | Ishares Tr | 36.4K | $23.78M | 14.2% | −54 | Reduced |
| 3 | Vanguard Tax-Managed Fds | 255.9K | $16.40M | 9.8% | −7.6K | Reduced |
| 4 | Select Sector Spdr Tr | 96.5K | $14.15M | 8.5% | +1.0K | Added |
| 5 | Vanguard Intl Equity Index F | 111.0K | $6.00M | 3.6% | +40.9K | Added |
| 6 | Ishares Tr | 41.7K | $5.51M | 3.3% | −272 | Reduced |
| 7 | Schwab Strategic Tr | 152.4K | $4.72M | 2.8% | −6.9K | Reduced |
| 8 | Ishares Tr | 20.3K | $4.28M | 2.6% | −595 | Reduced |
| 9 | Ishares Tr | 40.5K | $4.14M | 2.5% | −2.3K | Reduced |
| 10 | Vanguard Index Fds | 13.3K | $3.83M | 2.3% | 0 | Held |
43 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio